Howard Bernheim, CFP, CFA, CPA
Evaluator · DISC type scdHoward Bernheim is a Financial Advisor with Jalinski Advisory Group, holding CFA, CFP, and CPA designations. He leverages his extensive background in financial data from S&P Global Market Intelligence to address client needs in longevity, retirement income, and tax planning, with a focus on utilizing technology.
Colleagues of over 20 years describe him as exceptionally diligent, loyal, dependable, and personable. He is praised for his deep knowledge, proactive client service, and genuine care for understanding the academic and professional environments of his clients.
He possesses a unique combination of qualifications, including a Masters degree in Taxation from Philadelphia University.
Read the full overview →How Howard shows up
They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
Topics Howard cares about
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DISC profile (public)
Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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